
Sathya Chey
Financial Advisor
“You just have to get out there. You don’t know if you’re going to like it unless you do it. It’s better to just take the risk and experience it.”
“You just have to get out there. You don’t know if you’re going to like it unless you do it. It’s better to just take the risk and experience it.”
Financial Advisor
I work with clients to develop a plan and manage their investments to help meet their financial goals.
My assistant schedules meetings with clients, then I review each client's investment portfolio. More than just focusing on their actual investments, I spend time figuring out what is meaningful to them. I'll spend each meeting figuring out what makes my clients unhappy, nervous, or unsure, and then I analyze how I can solve those problems for them from a financial perspective. I also spend a lot of time networking with accountants and attorneys who can potentially refer potential clients to me.
Here's the first step for everyone
If you're interested in a particular career, just go out there and try it. You won't know if you like or dislike it until you actually try it. And if it doesn't work out, you have plenty of time to try something else.
"As a woman and a minority, clients won't respect and trust me as much as my male colleagues."
California State University, Fullerton students and alumni